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Create Tasks For A Specific Contact | LSS Notary Marketing Software
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CRM & Email (Contacts, Tags, Companies and Notes)
Tasks & Notes
Create Tasks For A Specific Contact
Create Tasks For A Specific Contact
Learn how to add tasks for a specific contact and how to filter tasks based on different criteria
How To Create Tasks For A Specific Contact
1. Click on "CRM & Email."
2. Select the contact you'd like to add a task for
3. Click on the tasks tab.
4. Hit the "Add" button.
5. Enter your Task Title.
6. Video Step (
Play Now
)
7. Click in the Task Description area.
8. Video Step (
Play Now
)
9. Video Step (
Play Now
)
10. Click in the date input field.
11. Choose the date "10."
12. Select "pm" for the time.
13. Click in the date input field again.
14. Confirm by clicking here.
15. Video Step (
Play Now
)
16. Click to select the Assignee.
17. Choose "Sophie Arambula."
18. Click "Save" to finish.
19. Click here to proceed.
20. Click on "Pending."
21. Select "Completed."
22. Click the element shown.
23. Click on "Completed" again.
24. Choose "All" tasks.
25. Click on "Select user."
26. Select "All" from the dropdown.
27. Click on "All" once more.
28. Choose "Sophie Arambula."
29. Click on "Sophie Arambula" again.
30. Select "Roman Rosario."
31. Click on "Roman Rosario" once more.
32. Choose "All" from the options.
33. Click on "Due Date (ASC)."
34. Finish by selecting "Due Date (DESC)."
This workflow was created with Supademo.
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